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Molina Healthcare, Inc. Stock Price

NYSE:MOH Community·US$12.7b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 137 Fair Values set on narratives written by author

MOH Share Price Performance

US$241.56
26.95 (12.56%)
US$411.65
Fair Value
US$241.56
26.95 (12.56%)
41.3% undervalued intrinsic discount
US$411.65
Fair Value
Price US$241.56
WallStreetWontons US$411.65
AnalystConsensusTarget US$191.76
AnalystHighTarget US$260.28

MOH Community Narratives

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Fair Value US$411.65 41.3% undervalued intrinsic discount

MOH: Expanding Government Contracts in Medicare Makes for Moderate Growth But with Certain Risks such as Medicaid rediterminations

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10users have followed this narrative
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Fair Value US$191.76 26.0% overvalued intrinsic discount

MOH: Margin Recovery Will Rely On Navigating Medicaid Headwinds And ACA Premium Hikes

1users have liked this narrative
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62users have followed this narrative
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Fair Value US$286 15.5% undervalued intrinsic discount

Aging Population And Telehealth Will Drive Medicaid Expansion

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2users have followed this narrative
US$191.76
26.0% overvalued intrinsic discount
Revenue
6.29% p.a.
Profit Margin
1.2%
Future PE
17.57x
Price in 2029
US$234.98

Trending Discussion

No trending discussion available.

Updated Narratives

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MOH: Expanding Government Contracts in Medicare Makes for Moderate Growth But with Certain Risks such as Medicaid rediterminations

Fair Value: US$411.65 41.3% undervalued intrinsic discount
10 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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MOH: Medicaid Margin Recovery And Illinois Contract Win Will Drive 2026 Upside

Fair Value: US$286 15.5% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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MOH: Medicaid Rate And Exchange Risks Will Pressure Future Earnings Stability

Fair Value: US$191.76 26.0% overvalued intrinsic discount
62 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Adequate balance sheet with moderate growth potential.

3 Risks
2 Rewards

Molina Healthcare, Inc. Key Details

US$43.1b

Revenue

US$39.3b

Cost of Revenue

US$3.8b

Gross Profit

US$3.6b

Other Expenses

US$188.0m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Jul 22, 2026
3.61
8.86%
0.44%
92.3%
View Full Analysis

About MOH

Founded
1999
Employees
19000
CEO
Joseph Zubretsky
WebsiteView website
www.molinahealthcare.com

Molina Healthcare, Inc. provides managed healthcare services to low-income families and individuals under the Medicaid and Medicare programs and through the state insurance marketplaces in the United States. It operates in four segments: Medicaid, Medicare, Marketplace, and Other. The company was founded in 1980 and is headquartered in Long Beach, California.

Recent MOH News & Updates

Narrative Update Jul 01

MOH: Medicaid Rate And Exchange Risks Will Pressure Future Earnings Stability

Molina Healthcare's analyst fair value estimate has been lifted by about $42 to $191.76 per share as analysts factor in updated healthcare services models, a steadier policy backdrop for managed care, and expectations for margin recovery, despite some caution around exchange risk adjustment and rate assumptions. Analyst Commentary Recent research on Molina Healthcare highlights a mix of optimism on the company’s execution and policy backdrop, alongside pointed questions about margin durability, exchange exposure, and rate assumptions.

Recent updates

No updates